Top 1235 Microsoft excel Jobs in Victor, Ny

Client Service Associate - financial services
The Pitti Group Wealth Management —Victor, NY
- $52,000 - $75,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Bookkeeper- Part Time
CCOR Home —Rochester, NY
- $30 an hour
- Part-time
- Pre-employment physical examination
- Communication skills
- Ability to lift 25 pounds
Quick Apply
Clinical Supervisor
FLACRA —Clifton Springs, NY
- $63,000 - $64,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Residential
- Dental insurance
- Vision insurance
Quick Apply
Account Manager II
Paylocity —Pittsford, NY
- $25 - $28 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
5d
CHHUNY High Needs Care Manager
FLACRA —Geneva, NY
- $20 - $22 an hour
- Weekends as needed
- Nursing
- Clean driving record
- Microsoft Excel
Quick Apply
Senior Accountant
Donohoe Management —Rochester, NY
- From $72,500 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Speech Language Pathologist (SLP) or CFY Candidate
Rochester Childfirst Network —Rochester, NY
- $34 - $42 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Employee assistance program
Quick Apply
Quality Control Inspector
The Outdoor Group —West Henrietta, NY
- $18 - $22 an hour
- Full-time
- Background check
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
14d
PHYSICIAN
ANTHONY L JORDAN HEALTH CORPORATION —Rochester, NY
- $5,000 - $193,130 a year
- Full-time
- Medicine
- Microsoft Outlook
- BC/BE
- Health insurance
- Dental insurance
Quick Apply
PHYSICIAN
ANTHONY L JORDAN HEALTH CORPORATION —Rochester, NY
- $5,000 - $193,130 a year
- Full-time
- Medicine
- Microsoft Outlook
- BC/BE
- Health insurance
- Dental insurance
Quick Apply
11d
Access Peer Advocate
FLACRA —Clifton Springs, NY
- $16.50 - $17.00 an hour
- Full-time
- Microsoft Word
- High school diploma or GED
- Data entry
Quick Apply
CCBHC Targeted Case Manager
FLACRA —Rochester, NY
- $19 - $20 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply
HVAC Technician
Modular Comfort Service —Rochester, NY
- $26 - $32 an hour
- Full-time
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Senior Accountant
Midwest Asset Acceptance Group —Rochester, NY
- $75,000 - $125,000 a year
- Full-time
- Background check
- Microsoft Excel
- CPA
- Health savings account
- Health insurance
Quick Apply
HHUNY Care Manager
FLACRA —Rochester, NY
- $18.00 - $19.50 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Addiction Medicine
- Health insurance
- Dental insurance
Quick Apply
RN Quality Educator
UR Medicine Home Care —Webster, NY
- $76,606 - $107,993 a year
- Full-time
- CPR Certification
- Nursing
- Microsoft Excel
Quick Apply
Shipping Specialist
Gleason —Rochester, NY
- $23 - $26 an hour
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Customer service
- 401(k) matching
Quick Apply
Residential Kitchen Coordinator
FLACRA —Clifton Springs, NY
- $16.50 - $17.00 an hour
- Per diem
- Computer literacy
- Residential
- Communication skills
Quick Apply
Transition Care Coordinator
FLACRA —Clifton Springs, NY
- $18.50 - $19.50 an hour
- Full-time
- Mid-level
- Residential
- High school diploma or GED
Quick Apply
Construction Manager
Phoenix Communications, Inc. —Rochester, NY
- $85,000 - $105,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- OSHA
- Paid training
- Paid holidays
Quick Apply
4d

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microsoft excel jobs near victor, ny

Client Service Associate - financial services

The Pitti Group Wealth Management
Victor, NY

Quick Apply

Job Details

Part-time | Full-time
$52,000 - $75,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) 4% Match
Pension plan
401(k) matching
Referral program
Retirement plan

Qualifications

Microsoft Word
Professional email communication
Branding
Customer communication
Phone answering
Microsoft Excel
Microsoft Outlook
Handling customer inquiries
Attention to detail
Client services
Financial services

Full Job Description

About the Role

We are seeking a highly organized, detail-oriented Client Service Associate to join our growing wealth management team. This role is central to delivering an exceptional client experience—supporting advisors, preparing paperwork, managing client requests, and ensuring smooth day-to-day operations.

Candidates with marketing and social media experience will have the opportunity to assist with digital outreach, content creation, and brand-building initiatives.

This position could also start as a part-time position and develop into a full-time position depending on the candidate.

Key Responsibilities

Client Service & Operations

Serve as a primary point of contact for client inquiries
Prepare, process, and track account applications, transfers, and service requests
Maintain accurate client data in CRM systems
Support advisors in meeting preparation, follow-up, and client communication
Assist with reporting, account maintenance, and compliance documentation
Coordinate client scheduling, reviews, and event planning

Marketing & Social Media (Bonus Skill Set)

Assist with monthly email campaigns, newsletters, and client communications
Help create posts and updates for LinkedIn, Facebook, and other platforms
Support marketing initiatives such as webinars, educational content, and drip campaigns
Contribute to branding, graphics, video podcast editing, or light design tasks (optional based on skills)

Qualifications

1–3+ years of experience in financial services, client service, or office operations preferred
Strong communication, professionalism, and client-first mindset
High attention to detail and ability to manage multiple tasks
Experience with CRM systems (e.g., Redtail, Wealthbox, Salesforce) a plus
Proficiency in Microsoft Office (Word, Excel, Outlook)
Marketing, design, or social media experience is a strong bonus
Series 65 or 7/66 helpful but not required

Who Thrives in This Role

Someone who:

Loves helping people and maintaining strong client relationships
Enjoys organizing, problem-solving, and keeping things running smoothly
Has an interest in the financial planning/wealth management world
Wants to contribute to a firm’s growth—not just maintain status quo
Is creative and comfortable with marketing tasks (optional but valued)

Compensation & Benefits

Competitive salary based on experience
Bonus opportunities
Health benefits
401(k) with employer contributions
Paid time off
Pension plan
Opportunities for professional development and growth
Compensation based on experience and has opportunity for bonus structure

Job Types: Full-time, Part-time

Pay: $52,000.00 - $75,000.00 per year

Benefits:

401(k) 4% Match
Health insurance
Paid time off
Referral program
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

microsoft excel jobs in victor, ny

Client Service Associate - financial services

Bookkeeper- Part Time

Clinical Supervisor

Account Manager II

CHHUNY High Needs Care Manager

Senior Accountant

Speech Language Pathologist (SLP) or CFY Candidate

Quality Control Inspector

PHYSICIAN

PHYSICIAN

Access Peer Advocate

CCBHC Targeted Case Manager

HVAC Technician

Senior Accountant

HHUNY Care Manager

RN Quality Educator

Shipping Specialist

Residential Kitchen Coordinator

Transition Care Coordinator

Construction Manager

I want to receive the latest job alert for microsoft excel in victor, ny

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